The creator questions how the cost-effectiveness of the Kimi AI model will affect Nvidia's chip demand.
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$MU, $NVDA: Why Cheaper AI, like Kimi, Means MORE Chips | Buy Hold Rant Ep. 49
Jul 23, 2026
The creator discusses the implications of the new, cost-effective Kimi AI model, which is open-source and Chinese-made. Despite fears that this could disrupt the AI industry and impact chip demand, the creator argues, using Jevons Paradox and Moore's Law as frameworks, that increased efficiency and lower costs in AI will likely lead to greater overall adoption and thus *more* demand for chips, benefiting companies like Nvidia and Micron.
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The creator questions how the cost-effectiveness of the Kimi AI model will affect Micron's chip demand.
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